Fernando Pérez Email
Director of Investments @ Capitalwise Wealth Management
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Fernando Pérez Location
- Houston, TX, US
Fernando Pérez Work
- Director of Investments @ (March 2026 - Present)
- Investment Operations Manager @ (November 2024 - March 2026)
- High Net Worth Associate @ (April 2024 - November 2024)
- Financial Advisor @ (July 2022 - March 2024)
- Web Developer @ (January 2018 - June 2022)
- Specialist @ (November 2019 - February 2020)
Fernando Pérez Education
- The University of Texas at El Paso 2016-2020
Fernando Pérez Skills
- Annual Reviews
- Atendimento ao Cliente
- Broker-Dealer Compliance
- Business Relationship Management
- Communication
- Consultation
- Customer Relationship Management (CRM)
- Desenvolvimento web
- Due Diligence
- Economics
- Espanhol
- Finanças
- Finanças pessoais
- Investment Management
- Investment Strategies
- Investments
- Java
- Linguagens de programação
- Market Research
- Microsoft Office
- Planejamento financeiro
- Portfolio Analysis
- Portfolio Risk Management
- Português
- Presentation Skills
- Sales Presentations
- Vendas
- Written Communication
Fernando Pérez Summary
- Fernando Pérez, based in Houston, TX, US, is currently a Director of Investments at Capitalwise. Fernando Pérez brings experience from previous roles at Capitalwise, Fidelity Investments, Merrill Lynch and The University of Texas at El Paso. Fernando Pérez holds a 2016 - 2020 The University of Texas at El Paso. With a robust skill set that includes Annual Reviews, Atendimento ao Cliente, Broker-Dealer Compliance, Business Relationship Management, Communication and more. Fernando Pérez has 1 emails on RocketReach.
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